EWM

Executive Wealth Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$8.68M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$8.43M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$8.06M

Top Sells

1
+$16.1M
2
+$15M
3
+$14.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.69M
5
EQIX icon
Equinix
EQIX
+$9.39M

Sector Composition

1 Technology 14.08%
2 Industrials 5.82%
3 Financials 5.57%
4 Healthcare 4.85%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-11,871
252
– –
-67,492
253
– –
-20,000
254
– –
-9,551
255
– –
-2,622
256
– –
-112,964
257
– –
-217,417
7 8 9 10
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